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  • Viagra + Botox = $160 Billion New Drug Deal [View article]
    Broadcom is now more than $54 - can't understand why is the arbitrage so less now? Who is buying Broadcom at $54.25 hoping to earn just 25 cents in ~3 months.
    Nov 24, 2015. 10:25 PM | Likes Like |Link to Comment
  • NorthStar Realty Europe Corp. Declares Third Quarter Common Stock Dividend [View article]
    That gives it 6% yield, correct?
    Nov 24, 2015. 10:21 PM | Likes Like |Link to Comment
  • Growth And Buyback Catalysts Make Strayer A Compelling Long [View article]
    Thanks for the article. I bought the stock at more than $100 and sitting on large paper losses right now. The dividend was great at that time and growing. Now of course, no dividend.

    I read the following in WSJ last night:
    "Fiat Chrysler Automobiles NV is offering free tuition at a for-profit college to about 700,000 dealer employees and family members in a push to stem turnover in the showroom and service bays.
    Fiat Chrysler has seen roughly five years of consecutive monthly sales gains and, as U.S. demand races to near-historic highs, the company says a constant tide of turnover threatens momentum at its 2,635 dealerships. "

    You mention only employees. Not sure if opening the program to family members will result in even more enrollment. Also the dealerships appear to be 2635.

    I do plan to get out if the stock ever reaches $80-90. No more patience left :-)
    Nov 24, 2015. 10:26 AM | Likes Like |Link to Comment
  • Dividend Impact Of A Potential Acquisition For Norfolk Southern Shareholders [View article]
    symbol for Kansas City Southern might be KSU and KSC as written in the article.
    Nov 23, 2015. 11:38 AM | 1 Like Like |Link to Comment
  • Chipotle sinks after new E. coli cases reported [View news story]
    @rabblerouser - Yes they all survived and are still in business. But are they still valued as a darling of the stock market with a large P/E ratio? Did the other companies cater to the middle and upper income millennials? Teens and young adults who take these matter far more seriously?

    Also the social media is more active now than available with food related illnesses hit the other stores that you mention. News spreads faster these days with Facebook, Twitter, Whatsapp and other channels.

    Suppose you are visiting Oregon, would you go into a Chipotle there for lunch? If yes, then is Chipotle that good compared to alternatives within walking distance of a Chipotle? I personally don't think so. But then everyone has a different taste and priorities.
    Nov 23, 2015. 07:11 AM | Likes Like |Link to Comment
  • Pentair - Good Stock At A Fair Price [View article]
    Shelby - what else is on your watchlist besides DHR, PNR and ECL?
    Nov 23, 2015. 07:06 AM | Likes Like |Link to Comment
  • Chipotle: E. Coli Scare Will Hurt Unit Sales; Short To Below $500 [View article]
    Thanks for the article. You may have a typo in there:

    "We see CMG operating just short of 4 million restaurants by 2025."

    Or maybe not... :) I think we all agree that Chipotle will have less than 4 million restaurants by 2025.
    Nov 23, 2015. 07:05 AM | 1 Like Like |Link to Comment
  • Chipotle sinks after new E. coli cases reported [View news story]
    Great question - I actually think that all of these should have a P/E of less than 20 when they aren't growing consistently above 10% year-on-year. In other words - the market itself is extremely frothy and I would not expect new money invested now to get decent returns over next few years.

    Having said that - it makes sense to not penalize CMG any more than MCD, WEN, JACK. In that context, a P/E of 25-30 for CMG is quite reasonable.
    Nov 22, 2015. 07:40 AM | Likes Like |Link to Comment
  • Chipotle sinks after new E. coli cases reported [View news story]
    I get it from their quarterly reported numbers. Their CFO has said comps will be low-single digits. If you add new store additions and the e.coli related loss in traffic, I believe that 2016 numbers of 2015 will remain in single digits.
    Nov 22, 2015. 07:35 AM | Likes Like |Link to Comment
  • Chipotle's Cash Flow: A Fountainhead Of Wealth [View article]
    As Seng said above - we would like to see more calculations. How did you arrive at the free cash flow numbers for 2020. It appears to be hand-waving. The growth will be negative this quarter and in Q1 at least due to the E.Coli scare. After that it may remain low-single digits. Why pay P/E of 30?
    Nov 22, 2015. 07:21 AM | 1 Like Like |Link to Comment
  • Chipotle sinks after new E. coli cases reported [View news story]
    Chiptole is at best a P/E of 15. Their growth will be in low single digits for the next couple of years. And may falter even more if oil starts rising and people have less disposable income.

    So with an EPS of $18, it looks like a $270 stock at best to me. I will stay away while it is above $300.
    Nov 21, 2015. 08:11 AM | 3 Likes Like |Link to Comment
  • High-Yield AstraZeneca Offers A Compelling Risk/Reward Ratio [View article]
    I got tired of waiting and sold at $33.5 after holding for ~5 years. I was in for dividend growth but when they froze dividend for two years, I gave up on them. Will look at Novartis and Roche instead (whenever they have a few weak days in the market).
    Nov 20, 2015. 10:55 AM | Likes Like |Link to Comment
  • Universal Insurance Holdings Is A Great Opportunity After The Sell-Off [View article]
    Hmm.. Like me. I bought at $30 and then at $20. Hoping that it turns out OK eventually.
    Nov 20, 2015. 10:51 AM | 2 Likes Like |Link to Comment
  • Why Universal Insurance Stock Is An Excellent Long-Term Investment Opportunity [View article]
    I guess I should have waited! :-(
    Nov 20, 2015. 10:46 AM | Likes Like |Link to Comment
  • Danone Turns Milk Into A Steady Stream Of Dividends [View article]
    I hope to read more of your articles on European and other foreign stocks. But right - are there any that you find to be in the value territory? Thanks in advance!
    Nov 20, 2015. 10:44 AM | Likes Like |Link to Comment